Latest Institutional Purchases of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
306New |
$60.6K - $70.3K
|
306
$66.7K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
306+ 2.03% |
$60.6K - $70.3K
|
15.4K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
300+ 0.63% |
$59.4K - $68.9K
|
48K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
300+ 10.66% |
$59.4K - $68.9K
|
3.11K
$679K
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
300+ 27.86% |
$59.4K - $68.9K
|
1.38K
$300K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
296+ 1.39% |
$58.6K - $68K
|
21.6K
$4.71M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
295+ 23.81% |
$58.4K - $67.8K
|
1.53K
$334K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
291+ 6.78% |
$57.6K - $66.9K
|
4.58K
$998K
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
290+ 4.52% |
$57.4K - $66.6K
|
6.71K
$1.46M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
289New |
$57.3K - $66.4K
|
289
$63K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
272+ 3.53% |
$53.9K - $62.5K
|
7.99K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
270+ 8.17% |
$53.5K - $62K
|
3.58K
$780K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
266+ 0.53% |
$52.7K - $61.1K
|
50.4K
$11M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
261+ 2.45% |
$51.7K - $60K
|
10.9K
$2.38M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
256+ 0.46% |
$50.7K - $58.8K
|
55.9K
$12.2M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
252+ 7.39% |
$49.9K - $57.9K
|
3.66K
$799K
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
250New |
$49.5K - $57.4K
|
250
$54.5K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
250+ 9.48% |
$49.5K - $57.4K
|
2.89K
$630K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
246+ 4.55% |
$48.7K - $56.5K
|
5.65K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
244+ 73.94% |
$48.3K - $56.1K
|
574
$125K
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 9.18% |
$48.1K - $55.8K
|
2.89K
$630K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
242+ 0.55% |
$47.9K - $55.6K
|
44K
$9.59M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
242+ 36.34% |
$47.9K - $55.6K
|
908
$198K
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
238+ 8.26% |
$47.1K - $54.7K
|
3.12K
$680K
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
PUT |
238New |
$47.1K - $54.7K
|
238
$51.9K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
235+ 2.41% |
$46.6K - $54K
|
9.98K
$2.17M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
234+ 1.55% |
$46.4K - $53.8K
|
15.3K
$3.33M
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
233+ 2.05% |
$46.2K - $53.5K
|
11.6K
$2.52M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
233+ 1.04% |
$46.2K - $53.5K
|
22.7K
$4.95M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
233+ 12.77% |
$46.2K - $53.5K
|
2.06K
$448K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
229+ 89.8% |
$45.4K - $52.6K
|
484
$106K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
228+ 38.51% |
$45.2K - $52.4K
|
820
$179K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
228+ 20.65% |
$45.2K - $52.4K
|
1.33K
$290K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
221+ 4.45% |
$43.8K - $50.8K
|
5.19K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
219+ 21.45% |
$43.4K - $50.3K
|
1.24K
$270K
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
218+ 4.55% |
$43.2K - $50.1K
|
5.01K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
216+ 1.8% |
$42.8K - $49.6K
|
12.2K
$2.67M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
215+ 15.89% |
$42.6K - $49.4K
|
1.57K
$342K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
215+ 10.71% |
$42.6K - $49.4K
|
2.22K
$484K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
213+ 1.89% |
$42.2K - $48.9K
|
11.5K
$2.5M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
211+ 1.72% |
$41.8K - $48.5K
|
12.4K
$2.71M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210New |
$41.6K - $48.3K
|
210
$45.8K
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
209+ 6.42% |
$41.4K - $48K
|
3.47K
$756K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
205+ 7.9% |
$40.6K - $47.1K
|
2.8K
$610K
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
202+ 2.34% |
$40K - $46.4K
|
8.84K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
200+ 100.0% |
$39.6K - $46K
|
400
$87.2K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$39.6K - $46K
|
200
$43.6K
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
200+ 13.23% |
$39.6K - $46K
|
1.71K
$373K
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
196+ 6.12% |
$38.8K - $45K
|
3.4K
$741K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
194+ 5.57% |
$38.4K - $44.6K
|
3.68K
$801K
|